Societe Generale SELL

Credit Strategy Outlook 4Q 2026 Rolling with the punches II

Sep 4, 202639 pages页

From the report报告摘录European Credit Resilience: EUR IG spreads lower and less volatile than 2025, with narrow spread range signaling improved stability despite Middle East conflict as unresolved geopolitical risk.

Inside the report报告内文 Verbatim from the original PDF — first pages原版 PDF 开篇原文 · 逐字摘录

CREDIT STRATEGY OUTLOOK 4Q 2026 Rolling with the punches II

Juan Esteban Valencia Source: iStock (Credit: Capuski) European Credit Strategy +

Societe Generale (“SG”) does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that SG may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. PLEASE SEE APPENDIX AT THE END OF THIS REPORT FOR THE ANALYST(S) CERTIFICATION(S), IMPORTANT DISCLOSURES AND DISCLAIMERS. ALTERNATIVELY, VISIT OUR GLOBAL RESEARCH DISCLOSURE WEBSITE

OIL PRICE VOLATILITY HAS NOT IMPACTED CREDIT, YET…

Oil prices are still high and volatile

$/Barrel Oil West Texas Oil Brent

Gasoline and Diesel prices are much higher Source: Bloomberg, SG Cross Asset Research/Credit

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